WCM

Wealthcare Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$5.65M
3
+$1.52M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$125K
5
AAPL icon
Apple
AAPL
+$59.3K

Top Sells

1
+$72.3K
2
+$69.3K
3
+$66.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$59.7K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.86K

Sector Composition

1 Energy 0.15%
2 Industrials 0.1%
3 Financials 0.1%
4 Materials 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K ﹤0.01%
+222
127
$13K ﹤0.01%
+216
128
$13K ﹤0.01%
244
+194
129
$13K ﹤0.01%
+253
130
$13K ﹤0.01%
+265
131
$13K ﹤0.01%
+551
132
$13K ﹤0.01%
300
133
$13K ﹤0.01%
+120
134
$13K ﹤0.01%
+109
135
$13K ﹤0.01%
+194
136
$12K ﹤0.01%
280
137
$12K ﹤0.01%
920
+4
138
$12K ﹤0.01%
+203
139
$11K ﹤0.01%
+103
140
$11K ﹤0.01%
334
+1
141
$11K ﹤0.01%
85
142
$10K ﹤0.01%
106
143
$10K ﹤0.01%
+180
144
$10K ﹤0.01%
+81
145
$10K ﹤0.01%
+366
146
$10K ﹤0.01%
+121
147
$10K ﹤0.01%
+125
148
$10K ﹤0.01%
+132
149
$10K ﹤0.01%
+84
150
$10K ﹤0.01%
+93
4 5
6
7 8